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Edmond
2600 East Memorial Road
Edmond, OK 73013

(855) 285-0316LinkedIn

 

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


To watch some of our video clips please use our Resources tab above


Helpful Content

Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Credit Card Payoff

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

College Savings

See how much you may need to save now to cover future college costs for your child.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

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